Independent Wealth Network Inc. Spdr Portfolio S&P 600 Small C Transaction History

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,971 shares of SPSM stock, worth $351,441. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,971
Previous 7,549 5.59%
Holding current value
$351,441
Previous $343,000 4.37%
% of portfolio
0.15%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$44.33 - $49.55 $18,707 - $20,910
422 Added 5.59%
7,971 $358,000
Q3 2024

Oct 15, 2024
SELL
$41.02 - $46.01 $10,747 - $12,054
-262 Reduced 3.35%
7,549 $343,000
Q2 2024

Jul 18, 2024
SELL
$39.75 - $43.15 $7,433 - $8,069
-187 Reduced 2.34%
7,811 $324,000
Q1 2024

May 20, 2024
BUY
$39.85 - $43.04 $318,720 - $344,233
7,998 New
7,998 $344,000
Q4 2023

Jan 12, 2024
SELL
$34.3 - $42.83 $2,778 - $3,469
-81 Reduced 1.07%
7,506 $316,000
Q3 2023

Oct 11, 2023
SELL
$36.35 - $41.02 $8,578 - $9,680
-236 Reduced 3.02%
7,587 $279,000
Q2 2023

Jul 12, 2023
BUY
$35.57 - $38.94 $52,999 - $58,020
1,490 Added 23.53%
7,823 $303,000
Q1 2023

Apr 18, 2023
BUY
$36.04 - $42.08 $14,632 - $17,084
406 Added 6.85%
6,333 $239,000
Q4 2022

Jan 25, 2023
BUY
$34.79 - $39.85 $206,200 - $236,190
5,927 New
5,927 $0
Q2 2022

Jul 26, 2022
BUY
$34.83 - $42.53 $193,794 - $236,636
5,564 New
5,564 $200,000

Others Institutions Holding SPSM

# of Institutions
969
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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